Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
1,957
-331
-14% -$296K 0.22% 85
2025
Q1
$1.56M Buy
2,288
+375
+20% +$255K 0.22% 86
2024
Q4
$1.21M Buy
+1,913
New +$1.21M 0.18% 97